mpanies, sales force and other haves beaten them to the cloud and in many cases, so are they playing catchup, or what do you think? >> they are being forced to go to a subscription model as opposed to licensing model. both of the companies are trying to get there and, you know, the key is, you know, who can get there the quickest in terms of either acquiring it or building it internally. you're right, bill, both companies are forced to go into areas they could not normally want to go into but have to. >> so dan, you talk about acquisition versus building within, oracle has done hundreds of acquisitions, sap just the opposite build within. which is the smarter strategy? >> that's why we like oracle. your viewers probably remember people saw the big deal to get into enterprise resource planning software to compete directly against sap ten, 15 years ago. that's a prime example.